Two West Capital Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Two West Capital Advisors LLC
- $120 Billion
- Q1 2025
A detailed history of Two West Capital Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Two West Capital Advisors LLC holds 30,858 shares of DISV stock, worth $901,053. This represents 0.73% of its overall portfolio holdings.
Number of Shares
30,858
Previous 29,004
6.39%
Holding current value
$901,053
Previous $771 Million
13.16%
% of portfolio
0.73%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
327Shares Held
66.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$187 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.2 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$48.1 Million1.46% of portfolio